Donors Quick Start
Simple steps to add donors, import lists, and start stewardship in Expirely.
Get started in minutes
- Go to `Donors` in the top nav.
- Click `Directory` to see your donor list.
- Click `Add Donor` to create your first record.
Core workflows
Add a donor manually
- Go to `Donors` → `Directory`.
- Click `Add Donor`.
- Enter name and email, then save.
- Add a first gift if you have it.
Upload donors in bulk
- Go to `Donors` → `Directory`.
- Click `Upload donors` or `Import`.
- Upload a CSV/XLSX file using the template.
- Review the summary and confirm import.
Track a donation
- Open a donor record.
- Click `Add Donation` and enter the amount/date.
- Save to update lifetime totals.
Send a thank-you
- Open the donor record.
- Click `Send Email` or use the `Thank‑You Email` tool.
- Edit and send the message.
Quick tips
- Use tags to segment major donors or campaigns.
- Log calls and notes after each touchpoint.
- Keep donor addresses updated for receipts.
FAQ
Where do I find donor analytics?
Go to `Donors` → `Donor Analytics` to see trends and retention.
How do I edit a donor?
Open the donor record in `Directory` and click `Edit`.
Can I export my donor list?
Yes—use `Export CSV` from the Directory.